017: How Financial Firms Are Earning the Trust of Retirees with John Capuano

A personal relationship without trust is doomed to fail. And in business, it's no different. It's one of the things we take pride in at SHP because we know our clients trust us with more than their portfolio or retirement, it's their future, and it's a responsibility we don't take lightly. Joining me to talk about the importance of trust in today's financial world is John Capuano. John is the co-founder of Lone Beacon, the nation's most sought-after sales and marketing company in the financial world. We've been working with John for over a decade to keep our finger on the pulse of retirees' habits, mindset, and thinking, and his research has always been fascinating. In our conversation, John shares wisdom from his decades of experience as a marketer to talk about generation gaps in today's market, how to build trust in 2022, and what retirees really want to get from working with a financial advisor. In this podcast interview, you'll learn: What John learned from talking to businesses running ads to the wrong audiences on the wrong networks. How retirees invest to purchase financial freedom and how important trust is before they make those decisions. Why authenticity and sincerity will always create engagement–and why John believes it can't be taught or marketed. Why John believes that business owners and their staff should treat clients like nervous fifth graders to maintain the relationship. Want the Full Show Notes? To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast Connect With Us on Social Facebook LinkedIn YouTube